Civic Intelligence

The Socastee Heritage Foundation

EIN 27-3637454 • 501(c)3 • Socastee, SC

Profile

Created to benefit the community and its children through festivals,fundraisers and special events focused on the local history of socastee from 1711 to present

Post Office Box 30786Socastee, SC 29588

socasteehf.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2021

Net Margin

7th percentile

-179%

Higher net margin than 7% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

29th percentile

-21%

Faster asset growth than 29% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

4th percentile

-98%

Faster revenue growth than 4% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$5,950

Down $1,598 (-21%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$5,950

Down $1,598 (-21%) from 2020

Operations
Liabilities / RevenueScore unavailableNet Margin7th percentile

Revenue

Down

$891

Down $36,555 (-98%) from 2020

Expenses

Down

$2,489

Down $32,699 (-93%) from 2020

Net Income

Down

-$1,598

Down $3,856 (-171%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth29th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0K$6.0K$4.0K$2.0K$0Assets 2019: $5,290Net Assets 2019: $5,2902019Assets 2020: $7,548Net Assets 2020: $7,5482020Assets 2021: $5,950Net Assets 2021: $5,9502021

Highlighted filing

2021

Assets$5,950
Liabilities-
Net Assets$5,950
Open 2021 Filing

Operations Trend

Revenue Growth4th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40K$30K$20K$10K$0-$10KRevenue 2019: $38,079Expenses 2019: $38,383Net Income 2019: -$3042019Revenue 2020: $37,446Expenses 2020: $35,188Net Income 2020: $2,2582020Revenue 2021: $891Expenses 2021: $2,489Net Income 2021: -$1,5982021

Highlighted filing

2021

Revenue$891
Expenses$2,489
Net Income-$1,598
Open 2021 Filing

Filings

Most recent year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,950
Liabilities
-
Net assets
$5,950
Revenue
$891
Expenses
$2,489
Net income
-$1,598
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$5.95$5.95$0.89$2.49$1.60
2020Detailed filing. Detailed filing data is available for this year.$7.55$7.55$37.4$35.2$2.26
2019Detailed filing. Detailed filing data is available for this year.$5.29$5.29$38.1$38.4$0.30
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Jul 6, 2021
Return Version
2020v4.1
Gross Receipts
$891
Mission and Program Overview

Mission

Created to benefit the community and its children through festivals,fundraisers and special events focused on the local history of socastee from 1711 to present

Program Services

DescriptionGrantsExpenses
SOCASTEE HERITAGE FESTIVAL BENEFITING THE SARVIS HOUSEAND COMMUNITY SCHOOLS. FUNDS TO BENEFIT COMMUNITY CHILDRENDIRECTLY AFFECTED BY FIRE OR NATURAL DISASTER.$0$1,711
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEFTY TURBEVILLECo-Chair-$0--
DENNIS REYNOLDSChairman-$0--
KC HALLDirector-$0--
RICHARD WARDDirector-$0--
KEN HAMILTONDirector-$0--
LISA BURKEYTreasurer-$0--
CAM CRAWFORDDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Socastee Heritage Foundation
EIN
27-3637454
Phone
8435039618
Address
POST OFFICE BOX 30786, SOCASTEE, SC 29588

Signing Officer

Name
Richard Ward
Title
Director
Phone
8435039618
Signed
2021-07-06
Discuss with paid preparer
Yes

Preparer

Firm
Marvin K Odom CPA Pa
Address
400 W CAROLINA AVE, HARTSVILLE, SC 29550
Preparer
Marvin K Odom CPAPFS
Phone
8433324121
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“PROGRAM SERVICES 1711.”

Raw XML Appendix179 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0RICHARD WARD
IRS990EZ/BooksInCareOfDetail/PhoneNum08432932466
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03300 MACKLEN ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MYRTLE BEACH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd029577
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt07548
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt05950
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0890
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1598
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt07548
IRS990EZ/Form990TotalAssetsGrp/EOYAmt05950
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0891
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt07548
IRS990EZ/NetAssetsOrFundBalancesEOYAmt05950
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt07548
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt05950
IRS990EZ/OccupancyRentUtltsAndMaintAmt0778
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LEFTY TURBEVILLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DENNIS REYNOLDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KC HALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RICHARD WARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KEN HAMILTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LISA BURKEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CAM CRAWFORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01711
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CREATED TO BENEFIT THE COMMUNITY AND ITS CHILDREN THROUGH FESTIVALS,FUNDRAISERS AND SPECIAL EVENTS FOCUSED ON THE LOCAL HISTORY OF SOCASTEE FROM 1711 TO PRESENT
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SOCASTEE HERITAGE FESTIVAL BENEFITING THE SARVIS HOUSEAND COMMUNITY SCHOOLS. FUNDS TO BENEFIT COMMUNITY CHILDRENDIRECTLY AFFECTED BY FIRE OR NATURAL DISASTER.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01711
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0SC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt02489
IRS990EZ/TotalProgramServiceExpensesAmt01711
IRS990EZ/TotalRevenueAmt0891
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0https://socasteehf.com/
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0890
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt037529
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt038073
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt033127
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0109619
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt06
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt011
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt06
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt011
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt0109619
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0890
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt037529
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt038073
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt033127
IRS990ScheduleA/Total509Grp/TotalAmt0109619
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0109630
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROGRAM SERVICES 1711.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD WARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08435039618
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SOCASTEE HERITAGE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SOCA
ReturnHeader/Filer/EIN0273637454
ReturnHeader/Filer/PhoneNum08435039618
ReturnHeader/Filer/USAddress/AddressLine1Txt0POST OFFICE BOX 30786
ReturnHeader/Filer/USAddress/CityNm0SOCASTEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029588
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARVIN K ODOM CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0400 W CAROLINA AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HARTSVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029550
ReturnHeader/PreparerPersonGrp/PhoneNum08433324121
ReturnHeader/PreparerPersonGrp/PreparationDt02021-08-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Marvin K Odom CPAPFS
ReturnHeader/ReturnTs02021-08-10T08:45:53-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RICHARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WARD
ReturnHeader/TaxPeriodBeginDt02020-06-01
ReturnHeader/TaxPeriodEndDt02021-05-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.